Filed October 11, 2014 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $188,939 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,597 | $177,276-9.4% | $97,995+63.9% | $177,276-9.4% |
| Participation rate | 98.7% | 74.8%+23.8pp | 82.4%+16.3pp | 74.8%+23.8pp |
| Annual return | 16.98% | 21.25%-4.3pp | 23.94%-7.0pp | 21.25%-4.3pp |
| Employer contribution / active EE | $6,093 | $2,479+145.8% | $4,158+46.5% | $2,479+145.8% |
| Participant deferral / active EE | $8,524 | $3,881+119.6% | $5,097+67.2% | $3,881+119.6% |
| Admin fee / account holder | $51 | $154-66.9% | $5,943-99.1% | $154-66.9% |